Liberty Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$61K | – | 114 |
|
|
2017
Q4 | $61K | Hold |
600
| – | – | 0.03% | 168 |
|
|
2017
Q3 | $55K | Hold |
600
| – | – | 0.03% | 176 |
|
|
2017
Q2 | $50K | Hold |
600
| – | – | 0.03% | 169 |
|
|
2017
Q1 | $47K | Hold |
600
| – | – | 0.03% | 160 |
|
|
2016
Q4 | $46K | Sell |
600
-205
| -25% | -$15.7K | 0.03% | 154 |
|
|
2016
Q3 | $51K | Buy |
+805
| New | +$51K | 0.03% | 152 |
|
|
2016
Q1 | – | Sell |
-4,730
| Closed | -$329K | – | 100 |
|
|
2015
Q4 | $329K | Buy |
4,730
+125
| +3% | +$8.7K | 0.25% | 80 |
|
|
2015
Q3 | $341K | Buy |
4,605
+105
| +2% | +$7.78K | 0.27% | 79 |
|
|
2015
Q2 | $350K | Hold |
4,500
| – | – | 0.24% | 86 |
|
|
2015
Q1 | $352K | Hold |
4,500
| – | – | 0.24% | 82 |
|
|
2014
Q4 | $419K | Hold |
4,500
| – | – | 0.29% | 78 |
|
|
2014
Q3 | $394K | Hold |
4,500
| – | – | 0.29% | 79 |
|
|
2014
Q2 | $427K | Hold |
4,500
| – | – | 0.3% | 80 |
|
|
2014
Q1 | $405K | Hold |
4,500
| – | – | 0.3% | 77 |
|
|
2013
Q4 | $408K | Sell |
4,500
-1,500
| -25% | -$136K | 0.29% | 77 |
|
|
2013
Q3 | $453K | Buy |
6,000
+300
| +5% | +$22.7K | 0.36% | 74 |
|
|
2013
Q2 | $426K | Buy |
+5,700
| New | +$426K | 0.37% | 72 |
|